Akmal (Software Analyst)

I’ve known Syamim since 2013 and he’s always been giving me advice on my finances and career plans informally when we’re out with friends. Once I started working and had lots of questions about adulting it only felt natural to ask him for advice as he’s someone I meet regularly and also someone I could trust. The simplest things like goal setting and financial planning (down to the daily expenditure) are the most helpful to me because it keeps me on track every day and reminds me what my priorities are in life. Syamim also helps me decide on my end goals and suggests all the steps I need to take in between to make it happen. Syamim caters his advice based on my current situation and the things I aim to achieve, instead of providing generic, scripted plans. Our goals change a lot during the course of our lives and he doesn’t turn my opinions/dreams down but always helps to plan the next steps to move forward. He lays all the options down on the table and makes it clear that ultimately I decide on what to do next as there’s no definite right or wrong as long as you’re optimistic and plan ahead. I would definitely recommend meeting Syamim for a quick chat. 10/10

Faheem (Pricing Analyst)

Syamim has been my financial advisor ever since I graduated, and he has been a great help in providing a catered financial plan for me. Not only did he go through what I needed in the policies, but he also went the extra mile of understanding my financial position as well as risk appetite and gave expert advise on how to take on my financial journey. On top of that, Syamim often shares his insights on how he manages his own risks and accumulate wealth, unrelated to the products that he is selling. This allows me the autonomy to make my own financial decisions without feeling obligated to purchase the financial products that are available. Initially, I was sceptical about financial advisors as they tend to be pushy and often upsell their products based on my past experiences with some of them. However, with Syamim I am able to put my utmost confidence in him as he would ensure that he understand my financial standing and life priorities before even proposing a solution to me. This is what I appreciate most about in my financial advisor, and I would not recommend Syamim more to anyone who needs an advisor or a mentor!

Faiq (Operations)

Throughout the session, I found Syamim to be a very honest and knowledgeable guy. This is my first experience with regards to financial planning and insurance. What I love most is that he is able to help me with the planning of my future milestones such as wedding and housing. This session also helped me to decide on the insurance that suits me well in accordance to my financial situation. I will definitely recommend Syamim to my close friends.

Zahiraah (Project Executive)

I met Syamim because I felt the need to make smart money decisions and wanted to understand insurance and investing better. The financial calculations were beneficial and it helped me prioritise my money habits and understand the big ticket expenses in my near future. This experience was different compared to other financial advisors I met as not only did Syamim advised me on financial planning, he also helped me to visualise the steps required to reach the goals I have. He's professional, well informed and very friendly. He also advices beyond the point of his personal gains and instead focuses on his clients' gains. That extra mile is genuine. I would definitely refer to friends.

Liyana (Lab officer)

Passively growing my money was something I have always wanted to do but I have no knowledge of how to go about doing it. Meeting with Syamim, he shared with me the different options I have in terms of wealth accumulation and the pros and cons in each choice. He helped me with the estimations in accordance to my timeline and budget which I would not have known how to accurately calculate on my own, so it was great that I have him to help me out with that. I learned that it’s important to start early when financially preparing for retirement. The later you start, the more costly it will be for you to reach your goal. It is also important to be aware of what you are comfortable with when investing your own money and to weigh the risk and benefits of different investment options. Syamim helped me with the different calculations that allowed me to invest comfortably yet have enough for my expenses, lifestyle and other goals. I would recommend others to have a meeting with Syamim as he is well versed in what he does. He customises his presentations well to your profile and his explanations are relatively easy to comprehend and most importantly he ensures that you are comfortable when it comes to talking about finances. He broadens your understanding in the importance of financial/risk/wealth management.

Carlo (Engineer)

I met Syamim for a financial planning consultation, learnt a lot about financial planning and setting goals. He has helped me plan for my personal milestones through an excel and it has allowed me to keep track of my progress as well as know how much exactly to save/invest in order to meet my goals. Highly recommended for anyone who wants a detailed and personalized financial plan.